SEI Investments’s Willdan Group WLDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
35,668
+6,949
| +24% | +$434K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $1.17M | Sell |
28,719
-6,400
| -18% | -$261K | ﹤0.01% | 1847 |
|
|
2024
Q4 | $1.34M | Buy |
35,119
+14,458
| +70% | +$551K | ﹤0.01% | 1824 |
|
|
2024
Q3 | $846K | Buy |
20,661
+12,626
| +157% | +$517K | ﹤0.01% | 2006 |
|
|
2024
Q2 | $232K | Sell |
8,035
-3,476
| -30% | -$100K | ﹤0.01% | 2418 |
|
|
2024
Q1 | $334K | Hold |
11,511
| – | – | ﹤0.01% | 2261 |
|
|
2023
Q4 | $247K | Hold |
11,511
| – | – | ﹤0.01% | 2387 |
|
|
2023
Q3 | $235K | Buy |
11,511
+645
| +6% | +$13.2K | ﹤0.01% | 2389 |
|
|
2023
Q2 | $208K | Sell |
10,866
-2,128
| -16% | -$40.8K | ﹤0.01% | 2465 |
|
|
2023
Q1 | $203K | Buy |
12,994
+1,674
| +15% | +$26.1K | ﹤0.01% | 2478 |
|
|
2022
Q4 | $202K | Buy |
11,320
+1,173
| +12% | +$20.9K | ﹤0.01% | 2347 |
|
|
2022
Q3 | $150K | Hold |
10,147
| – | – | ﹤0.01% | 2514 |
|
|
2022
Q2 | $280K | Buy |
10,147
+2,301
| +29% | +$63.5K | ﹤0.01% | 2353 |
|
|
2022
Q1 | $241K | Buy |
7,846
+2,133
| +37% | +$65.5K | ﹤0.01% | 2381 |
|
|
2021
Q4 | $201K | Buy |
+5,713
| New | +$201K | ﹤0.01% | 2469 |
|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 3511 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 3413 |
|
|
2017
Q1 | – | Sell |
-261
| Closed | -$6K | – | 3097 |
|
|
2016
Q4 | $6K | Buy |
+261
| New | +$6K | ﹤0.01% | 2569 |
|